ReportZone NG

FLEXIBLE REPORTS. FAMILIAR TOOLS.

Custom Clio reports.
AI-assisted creation.

Explore your Clio data, build a clearer view of your practice, and use the AI chat client you already know to help shape your next report.

Available in all Clio regions: US, EU, CA, and AU.

See how AI fits in Explore pricing & licensing

Put these features to work: matter reporting, collections reporting, and billable hours reporting.

FEATURE HIGHLIGHTS

From connected data
to a useful perspective.

01 / CONNECT

Choose the data that matters

Connect Clio Manage and Clio Grow. Configure available tables and fields instead of collecting the same information by hand.

A workspace built around your questions.
02 / QUERY

Go beyond a template

Use SQL joins, filters, and calculations across loaded data. Explore a read-only query in the SQL sandbox before making it part of a report.

More context than a single table.
03 / VISUALIZE

Make the answer visible

Present results as tables, charts, or headline numbers. Choose the format that makes the question easiest to understand.

Less noise. A clearer picture.
04 / CREATE WITH AI

Bring your existing chat client

Use a schema-based brief with ChatGPT, Claude, Gemini, or another chat client that can follow the supplied report-definition format.

Your AI account. No direct integration required.
05 / ORGANIZE

Keep useful work close

Organize saved reports, dashboard definitions, and custom views around your workflow. Refine an existing report rather than starting over.

Build on the questions you already answered.
06 / REFRESH

Return for a fresh view

Update supported reporting tables when you need newer information. Loaded data is a snapshot, not a live feed from Clio.

Know the context behind your results.

BRING YOUR OWN AI

Start in ReportZone.
Create in chat. Review here.

No special AI client to install. Use your existing chat client to turn a reporting question into a report definition, then bring it back to ReportZone.

  1. Describe your report

    Choose your configured tables and describe the question, output, and requirements in ReportZone's AI report builder.

  2. Export a brief to chat

    Copy or download the generated brief and share it with your chosen AI chat client. It includes schema information and the required output format.

  3. Bring the definition back

    Ask the AI for the report definition in the brief's format, then import it into ReportZone. Refine it in chat if it does not meet your requirements.

  4. Review before running

    Check generated SQL, JavaScript, and report settings before approving execution. Verify the results against your question before relying on them.

START WITH A QUESTION

Ask for the view you need.

For example: “Create a table of open matters grouped by responsible attorney, with a count for each attorney.” Available fields and results depend on your configured sources and loaded data.

See it in a demo